Monthly Archives: March 2019
When you hear the word discipline, you may think of world-class athletes or Nobel-winning physicists – or you may think of the principal’s office. Whatever pops into your head, it’s probably not the execution of your family office’s investment strategy – and that’s one reason even the best strategies are often unsuccessful.
In our last post about the Value Creation Vector, we dug into the second lever, Growth Potential. Today we’re going to look at the third lever: Management Tenacity. Sadly, this lever is typically least interesting to management, even though it’s often the easiest way to generate value.
Right Here, Right Now: Crafting A Successful Family Office Investment Strategy and Assembling The Team To Support It
In our last article, we detailed the first two factors for successful family office direct investment: Right Experience and Right Reasons. Today, we’ll cover the next two factors: Right Strategy and Right Team. You can see the complete list in our intro post on the topic.